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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Salvador Rodriguezrodriguez (CRD# 7529807) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Rosa, CA and has 1 year of experience in the finance industry.
Sampuran Sekhon (CRD# 7593431) is an Investment Advisor Representative working at Morgan Stanley in Santa Rosa, CA and has 1 year of experience in the finance industry.
Michael Septimo (CRD# 7248501) is an Investment Advisor Representative working at Cuso Financial Services in Santa Rosa, CA and has over 3 years of experience in the finance industry.
Danielle Shubin (CRD# 6829034) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Santa Rosa, CA and has 1 year of experience in the finance industry.
Jeanette Squire (CRD# 5436760) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Calistoga, CA and has over 2 years of experience in the finance industry.
Lauren Stapleton (CRD# 7232407) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Santa Rosa, CA and has over 3 years of experience in the finance industry.
Gabriel Strong (CRD# 6520994) is an Investment Advisor Representative working at Lpl Financial LLC in Lakeport, CA and has over 2 years of experience in the finance industry.
Oliver Trent (CRD# 7484776) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Rosa, CA and has 1 year of experience in the finance industry.
Benjamin Turner (CRD# 7810602) is an Investment Advisor Representative working at Jdh Wealth Management, LLC in Santa Rosa, CA and has 1 year of experience in the finance industry.
Elizabeth Underwood (CRD# 7310901) is an Investment Advisor Representative working at Lpl Financial LLC in Lakeport, CA and has 1 year of experience in the finance industry.